SPSM Fund Comparisons

SPSM is shown with FundQuant's current comparable-fund evidence. Current comparable funds include VTMSX, IJR, VIOO. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
SPSM
Name
SPDR(R) Portfolio S&P 600 Small Cap ETF
Type
1940 Act ETF
Originator
SPDR / State Street
Asset class
equity
Net expense ratio
0.03%
AUM
$16.9B

Comparable Funds

FundQuant reviewed 1,554 active searchable funds, 358 ETFs, 1,194 mutual funds and returned 3 comparable funds for SPSM.

  1. VTMSX - Vanguard Tax-Managed Small-Cap Fund (Mutual Fund; Vanguard; equity; Closest Fit; fit score 98)
  2. IJR - iShares Core S&P Small-Cap ETF (1940 Act ETF; BlackRock / iShares; equity; Closest Fit; fit score 97)
  3. VIOO - Vanguard S&P Small-Cap 600 Index Fund (1940 Act ETF; Vanguard; equity; Closest Fit; fit score 96)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/SPSM/comps